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A new model sharpens competition with OpenAI

Alphabet Inc (NASDAQ:GOOG)'s Google has unveiled Gemini 4 Argon, its first flagship model release since February, saying the model leads benchmarks in long-horizon coding, finance, legal work and video understanding. Access is initially limited to select cyber defenders and Google's internal...

Snap (SNAP) stock is 58% below its two-year high. At that price, Snap's free cash flow equals 8.1% of its market value, against 4.5% for the median S&P 500 company. With Snap's debt counted, that cash yield is 6.2%. A yield that high means a business on sale, or one the market expects to shrink. So why are investors paying so little for Snap's cash.

Accenture stock jumps after the company posts stronger-than-expected earnings, brushing off AI disruption concerns.

Microsoft's management stressed Copilot and AI agents on its fiscal Q4 2026 call. The stock has returned 34% in three months, against 2.5% for the S&P 500. Microsoft (MSFT) needs fast Azure growth and revenue from Copilot's paid seats to justify that gain. A year ago management led with a different topic, tied to a large part of Microsoft. What was it exactly.

Cambiar Opportunity Fund, managed by Cambiar Investors, published its Q2 2026 investor letter. The letter can be downloaded here. U.S. equity markets experienced a significant rebound in Q2, with the S&P 500 rising 15.2% and the Russell 2000 up 21.5%. Growth stocks outperformed value, although value retained a year-to-date lead. The market’s rise was fueled […]

Microsoft (MSFT) stock has gained about 34% in three months, and you may wonder whether it can hold that gain. Management expects about $175 billion of capital spending in calendar 2026 and has said the spending may lower operating margins. A few dated events will show whether that spending is paying off. Below are the earnings reports and other dates most likely to move Microsoft stock over the next six months.

From January 1926 through December 2025, just 46 stocks—out of 29,754 common stocks listed on the public U.S. stock markets over that period—accounted for half of the $91 trillion in net wealth creation, according to a study published in March titled “One Hundred Years in the U.S. Stock Markets.” Worse, the median buy-and-hold return for all those stocks was minus 6.9%. Then again, if you look at Vanguard 500 from Dec. 31, 2009, until today, it gained 832% versus Yacktman’s 569%.

A report says chip designer Broadcom agrees to lend Anthropic up to $42 billion and that the artificial-intelligence company would become Broadcom’s largest customer next year.

Wall Street cheered Alphabet's release of a new artificial-intelligence model, called Gemini 4 Argon, after delays. Google stock wavered.

↘️ Micron Technology (MU): Shares of the semiconductor company edged lower in early trading even though it posted a surge in quarterly profit and revenue.

Alphabet (GOOGL) has drawn attention after Google released its Gemini 4 Argon AI model, with the stock moving higher as investors weighed fresh product news against ongoing regulatory and competitive storylines. The latest Gemini 4 Argon launch comes after a choppy few months for Alphabet, with the share price slipping about 4.4% over the past 90 days but still showing a 9.2% year to date share price return and a 40.4% total shareholder return over one year. This points to momentum that has...

Futures for the Dow Jones Industrial Average and other major stock indexes moved higher as the 10-year Treasury yield wavered in premarket action Thursday. Meanwhile, shares of Micron Technology dropped on the stock market today after the memory-chip leader's quarterly earnings report.

Every time I run the numbers on Broadcom, something keeps pulling me back to add more shares, and one specific scenario is the only thing that could make me stop.

Marvell just posted record revenue and raised guidance, yet its stock sits nearly 20% off its highs while AI sentiment drags it lower. Three upcoming catalysts could determine whether this gap closes or widens.

Alphabet shares rose about 2% premarket after Google launched Gemini 4 Argon with aggressive pricing and new coding and cybersecurity capabilities.

Google has started rolling out Gemini 4 Argon as some employees debate how well the model handles practical coding tasks.

Plus: Tech giants facing questions over secret AI data-center deals and Congress wants to bring federal agencies to heel over energy projects.

Micron releases a stellar fiscal fourth-quarter earnings report but the stock trades modestly lower.

Investing.com -- Alphabet Inc Class A (NASDAQ:GOOGL) shares rose about 2% in premarket trading on Thursday after Google launched a new artificial intelligence model, Gemini 4 Argon, touting stronger coding and cybersecurity performance than rival models at lower prices.

The Nasdaq faded while the S&P 500 fell to its 50-day as Treasury yields keep running. Micron earnings easily beat views.

VIG promises exposure to America's greatest dividend growers, but a single rule in its index methodology keeps two of the biggest new payers completely locked out for the next decade.

Google is rolling out the new model to a set of cybersecurity companies before making it available to developers, customers, and consumers at a later date.

Alphabet released its most powerful, artificial intelligence model called Gemini 4 Argon. Google stock climbed on the news.

Investing.com -- Alphabet Inc. (NASDAQ:GOOGL) shares declined Wednesday heading to the market close, paring gains to up 0.5% from up over 2%, following a Bloomberg report that highlighted internal employee skepticism about the performance of the company’s upcoming Gemini 4 artificial intelligence model.

Palantir Technologies (PLTR) stock returned 60.3% in the three months from June 30 to September 29, 2026. A $10,000 holding at the start of that window was worth about $16,030 at the end. The run came from faster sales growth, led by the U.S. business, and Palantir reports that growth every quarter. Could you have seen that growth coming before June 30.

Investing.com -- Google has requested the European Union’s General Court to suspend a regulatory order requiring the company to share its search data with OpenAI and competing search engines.

Microsoft (MSFT) shares returned 37% over the past three months, against 2.6% for the S&P 500. Even so, Microsoft's P/E, the price divided by a year of profit, is 28.3. That is below 31.8, the stock's average at the last twelve quarter-ends, leaving out readings above 100. A run that big makes buyers wary, but the shares cost less per dollar of profit than usual. So how much upside is left in Microsoft stock at today's price.

A White House lunch brought together the biggest names in AI to sign a voluntary safety accord that Trump called morally binding, and the market reaction split sharply across Alphabet, Apple, and Meta Platforms in ways that reveal who traders trust most with the AI era.

Azure's explosive backlog and Copilot's paid seat growth have bulls eyeing targets near $700, but a capex surge that outpaced free cash flow by a wide margin could threaten the entire AI thesis before it pays off.

Google accepted internal controls and independent assessments without receiving a binding regulatory framework.

Adobe (ADBE) stock now trades about 58% below its two-year high, set in December 2024. Free cash flow is the cash left after running costs and spending on equipment. At that price, Adobe's yearly free cash flow equals 11.5% of its market value. The median S&P 500 company's free cash flow equals 4.5% of its market value. A double-digit yield typically signals either a bargain or a business facing structural headwinds. For Adobe, the discount reflects a specific market worry: that prioritizing fre

Meta is riding a 25% monthly rally while simultaneously pouring over $130 billion into AI and watching free cash flow crater. Whether that gamble transforms the ad giant into something far more valuable depends on a few critical variables analysts are split on.

The auto maker is bringing together business leaders from across the country to discuss the shortage of skilled trade workers that is coming.

Amazon now spends more on building its business than the business brings in as cash. On its July 2026 earnings call, management raised its 2026 spending plan to about $220 billion. Most of the prior $200 billion budget had been allocated toward AI and AWS. Management has not said when the spending will slow, though it noted on the call that Amazon has already issued debt this year and cited further borrowing among its options to cover any shortfall. So could Amazon keep paying for the build-out

The total capital raised by AI hyperscaler, data center, and neo-cloud companies from high-grade debt sales has doubled from $172 billion in 2025 to $346 billion in 2026 year-to-date, according to Barclays strategist Venu Krishna. Yahoo Finance Executive Editor Brian Sozzi reacts to Krishna's findings and what it means for the AI ecosystem, especially as major companies prepare to go public.

The total capital raised by AI hyperscaler, data center, and neo-cloud companies from high-grade debt sales has doubled from $172 billion in 2025 to $346 billion in 2026 year-to-date, according to Barclays strategist Venu Krishna. Yahoo Finance Executive Editor Brian Sozzi reacts to Krishna's findings and what it means for the AI ecosystem, especially as major companies prepare to go public.

Key TakeawaysMark Gurman said on the Decoder podcast that Apple is “terrified” of the screenless, hockey puck-sized AI device OpenAI is building. Gurman says Siri AI has been the gate to Apple’s new product categories, including new AirPods, a new Apple TV, a HomePod, and a smart home hub.

Marvell stock has greatly outperformed Broadcom's this year, but will that continue?

Alphabet (GOOGL) stock costs 22% less than the median S&P 500 company, measured by price against the past year's earnings. Alphabet's revenue still grew 20.1% over the past year, against 8.3% for the median S&P 500 company. Investors usually pay more for faster growth. So is Alphabet stock a bargain, or is the low price a warning.

CoreWeave stock could get a boost as the AI cloud company moves beyond renting computing servers equipped with Nvidia chips.

Rep. Ro Khanna (D-Calif.) is reportedly preparing to introduce an AI bill that would impose strict liability rules and bar “recursive” self-improving AI until the government establishes safety standards. New Bill to Combat Potential Threat of Advanced AI Khanna said...

Anthropic‘s IPO prospectus has revealed the AI developer’s significant reliance on a few tech giants and customers. About 47% of Anthropic’s sales last year were routed through cloud partners Amazon (NASDAQ:AMZN) and Alphabet’s Google (NASDAQ:GOOGL) (NASDAQ:GOOG), Reuters reported, citing a...

Key Stats for SpaceX StockPrice change for SpaceX stock in the last 1 month: 4%$SPCX Stock Price as of Sep. 29: $14952-Week High: $226$SPCX Stock Price Target: $223What Happened?SpaceX (SPCX:NASDAQ) shares are moving higher after TD Cowen started covering the stock with a buy rating and a $200 price target.

BAG Ventures announces close of a $11.3M Fund I to invest in all things AI.

The Vanguard Morningstar Mega Cap Growth ETF offers concentrated exposure across the artificial intelligence (AI) value chain.

Nvidia (NVDA) CEO Jensen Huang, sitting next to SpaceX (SPCX) and Tesla (TSLA) CEO Elon Musk, said the AI data center buildout will create "probably about a million jobs."

Nvidia (NVDA) CEO Jensen Huang, sitting next to SpaceX (SPCX) and Tesla (TSLA) CEO Elon Musk, said the AI data center buildout will create "probably about a million jobs."

Alphabet's Google (GOOG, GOOGL), Anthropic, Meta (META), Nvidia (NVDA), OpenAI and SpaceX's xAI (SPC

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